# ROSENBLUM SILVERMAN SUTTON S F INC /CA

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 918893. Source: https://holderbook.com/funds/918893-rosenblum-silverman-sutton-s-f-inc-ca/

- Reported value: $416.2M
- Positions: 80
- Weight of the ten largest: 48.2%
- Filed: 2026-08-13

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $44.6M | 223,074 | 10.7% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $22.4M | 94,068 | 5.4% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $20.5M | 57,476 | 4.9% | 31 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $19.5M | 56,807 | 4.7% | 30 |
| SHARKNINJA INC | [SN](https://holderbook.com/stocks/SN/) | $17.8M | 117,059 | 4.3% | 12 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $17.1M | 45,941 | 4.1% | 31 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $16.7M | 29,575 | 4.0% | 31 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $16.2M | 17,355 | 3.9% | 30 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $13.3M | 186,495 | 3.2% | 31 |
| JANUS DETROIT STR TR | [JMBS](https://holderbook.com/stocks/JMBS/) | $12.5M | 276,850 | 3.0% | 13 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $11.7M | 33,097 | 2.8% | 31 |
| CINTAS CORP | [CTAS](https://holderbook.com/stocks/CTAS/) | $11.7M | 68,633 | 2.8% | 30 |
| ALNYLAM PHARMACEUTICALS INC | [ALNY](https://holderbook.com/stocks/ALNY/) | $9.7M | 32,172 | 2.3% | 26 |
| VANGUARD SCOTTSDALE FDS | [VCIT](https://holderbook.com/stocks/VCIT/) | $9.4M | 113,435 | 2.3% | 11 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $9.2M | 18,388 | 2.2% | 31 |
| J P MORGAN EXCHANGE TRADED F | [JBND](https://holderbook.com/stocks/JBND/) | $9.2M | 172,210 | 2.2% | 8 |
| ISHARES TR | [FLOT](https://holderbook.com/stocks/FLOT/) | $8.8M | 171,980 | 2.1% | 13 |
| REDDIT INC | [RDDT](https://holderbook.com/stocks/RDDT/) | $8.2M | 47,403 | 2.0% | 6 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $7.6M | 23,195 | 1.8% | 31 |
| JANUS DETROIT STR TR | [JAAA](https://holderbook.com/stocks/JAAA/) | $7.6M | 149,875 | 1.8% | 1 |
| VANGUARD SCOTTSDALE FDS | [VCSH](https://holderbook.com/stocks/VCSH/) | $7.4M | 93,920 | 1.8% | 13 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $7.3M | 41,398 | 1.8% | 1 |
| DECKERS OUTDOOR CORP | [DECK](https://holderbook.com/stocks/DECK/) | $6.9M | 69,115 | 1.6% | 16 |
| SYNOPSYS INC | [SNPS](https://holderbook.com/stocks/SNPS/) | $6.2M | 13,873 | 1.5% | 31 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $5.9M | 37,572 | 1.4% | 31 |
| BLOCK INC | [XYZ](https://holderbook.com/stocks/XYZ/) | $5.3M | 69,455 | 1.3% | 3 |
| INSULET CORP | [PODD](https://holderbook.com/stocks/PODD/) | $5.1M | 33,452 | 1.2% | 31 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $5.0M | 14,039 | 1.2% | 31 |
| BLACKSTONE INC | [BX](https://holderbook.com/stocks/BX/) | $4.7M | 40,257 | 1.1% | 27 |
| OKTA INC | [OKTA](https://holderbook.com/stocks/OKTA/) | $4.3M | 31,723 | 1.0% | 31 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $4.1M | 9,720 | 1.0% | 31 |
| ISHARES TR | [DGRO](https://holderbook.com/stocks/DGRO/) | $3.9M | 51,649 | 0.9% | 24 |
| ISHARES TR | [IWB](https://holderbook.com/stocks/IWB/) | $3.9M | 9,506 | 0.9% | 26 |
| SOMNIGROUP INTERNATIONAL INC | [SGI](https://holderbook.com/stocks/SGI/) | $3.8M | 48,920 | 0.9% | 23 |
| SAIA INC | [SAIA](https://holderbook.com/stocks/SAIA/) | $3.6M | 8,588 | 0.9% | 25 |
| IQVIA HLDGS INC | [IQV](https://holderbook.com/stocks/IQV/) | $3.0M | 15,468 | 0.7% | 30 |
| ADOBE INC | [ADBE](https://holderbook.com/stocks/ADBE/) | $2.8M | 13,652 | 0.7% | 31 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $2.8M | 9,660 | 0.7% | 31 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $2.7M | 46,720 | 0.6% | 31 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $2.4M | 24,610 | 0.6% | 31 |
| STATE STR SPDR S&P MIDCAP 40 | [MDY](https://holderbook.com/stocks/MDY/) | $2.3M | 3,232 | 0.5% | 26 |
| SPDR SERIES TRUST | [CWB](https://holderbook.com/stocks/CWB/) | $2.1M | 19,093 | 0.5% | 13 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $1.9M | 12,716 | 0.5% | 31 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $1.7M | 2,245 | 0.4% | 26 |
| ISHARES TR | [IJT](https://holderbook.com/stocks/IJT/) | $1.4M | 7,653 | 0.3% | 26 |
| AMERICAN TOWER CORP | [AMT](https://holderbook.com/stocks/AMT/) | $1.4M | 8,261 | 0.3% | 31 |
| DYNATRACE INC | [DT](https://holderbook.com/stocks/DT/) | $1.3M | 30,247 | 0.3% | 22 |
| VANGUARD INDEX FDS | [VOT](https://holderbook.com/stocks/VOT/) | $1.3M | 4,132 | 0.3% | 10 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $1.2M | 4,048 | 0.3% | 26 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $1.2M | 5,596 | 0.3% | 31 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $1.1M | 9,159 | 0.3% | 24 |
| SPDR SERIES TRUST | [SPYG](https://holderbook.com/stocks/SPYG/) | $1.1M | 9,095 | 0.3% | 12 |
| ILLUMINA INC | [ILMN](https://holderbook.com/stocks/ILMN/) | $1.1M | 6,137 | 0.3% | 31 |
| ISHARES TR | [AOR](https://holderbook.com/stocks/AOR/) | $941.7K | 13,550 | 0.2% | 1 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $905.5K | 11,743 | 0.2% | 26 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $757.6K | 1,103 | 0.2% | 18 |
| PROSHARES TR | [QLD](https://holderbook.com/stocks/QLD/) | $722.3K | 7,465 | 0.2% | 12 |
| ISHARES TR | [IWO](https://holderbook.com/stocks/IWO/) | $659.9K | 1,675 | 0.2% | 9 |
| J P MORGAN EXCHANGE TRADED F | [JEPI](https://holderbook.com/stocks/JEPI/) | $593.0K | 10,500 | 0.1% | 1 |
| XYLEM INC | [XYL](https://holderbook.com/stocks/XYL/) | $568.1K | 4,806 | 0.1% | 8 |
| INVESCO EXCHANGE TRADED FD T | [PGF](https://holderbook.com/stocks/PGF/) | $560.0K | 40,845 | 0.1% | 9 |
| ISHARES TR | [TIP](https://holderbook.com/stocks/TIP/) | $554.8K | 5,070 | 0.1% | 13 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $549.4K | 3,234 | 0.1% | 5 |
| STATE STR SPDR DOW JONES IND | [DIA](https://holderbook.com/stocks/DIA/) | $544.6K | 1,042 | 0.1% | 26 |
| SPDR SERIES TRUST | [SLYG](https://holderbook.com/stocks/SLYG/) | $508.3K | 4,267 | 0.1% | 8 |
| NATERA INC | [NTRA](https://holderbook.com/stocks/NTRA/) | $502.2K | 1,850 | 0.1% | 11 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $460.4K | 920 | 0.1% | 31 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $421.3K | 1,035 | 0.1% | 31 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $381.9K | 510 | 0.1% | 24 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $370.1K | 2,232 | 0.1% | 31 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $332.1K | 1,221 | 0.1% | 25 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $311.9K | 1,644 | 0.1% | 6 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $250.1K | 629 | 0.1% | 15 |
| BANK OF AMER CORP | [BACPRL](https://holderbook.com/stocks/BACPRL/) | $245.9K | 196 | 0.1% | 5 |
| PROSHARES TR | [MVV](https://holderbook.com/stocks/MVV/) | $242.1K | 2,630 | 0.1% | 1 |
| ISHARES TR | [CMF](https://holderbook.com/stocks/CMF/) | $241.2K | 4,185 | 0.1% | 1 |
| WORKIVA INC | [WK](https://holderbook.com/stocks/WK/) | $218.9K | 4,513 | 0.1% | 23 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $215.0K | 292 | 0.1% | 1 |
| ISHARES TR | [IWP](https://holderbook.com/stocks/IWP/) | $200.6K | 1,370 | 0.0% | 1 |
| NUVEEN CA DIVI ADV MUN | [NAC](https://holderbook.com/stocks/NAC/) | $138.7K | 11,440 | 0.0% | 3 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +6.3% | +14.8% | -8.6% | 100% |
| Q1 2026 | -11.1% | -4.6% | -6.5% | 100% |
| Q4 2025 | -1.1% | +2.4% | -3.5% | 100% |
| Q3 2025 | +5.2% | +7.8% | -2.6% | 100% |
| Q2 2025 | +14.1% | +10.5% | +3.6% | 100% |
| Q1 2025 | -8.5% | -4.6% | -3.9% | 100% |
| Q4 2024 | +4.7% | +2.1% | +2.5% | 100% |
| Q3 2024 | +4.9% | +5.4% | -0.5% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $416.2M | 80 |
| Q1 2026 | $382.3M | 76 |
| Q4 2025 | $432.2M | 80 |
| Q3 2025 | $437.9M | 78 |
| Q2 2025 | $412.5M | 77 |
| Q1 2025 | $362.9M | 75 |
| Q4 2024 | $398.1M | 74 |
| Q3 2024 | $391.0M | 77 |
| Q2 2024 | $373.4M | 75 |
| Q1 2024 | $353.1M | 74 |
| Q4 2023 | $314.3M | 73 |
| Q3 2023 | $293.7M | 71 |